See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,914 | $124,281-50.2% | $109,143-43.3% | $167,490-63.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.50% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $4,066 | $4,207-3.4% | $3,722+9.2% | $4,837-16.0% |
| Participant deferral / active EE | $2,324 | $5,255-55.8% | $4,653-50.1% | $6,341-63.3% |
| Admin fee / account holder | $1,317 | $7,970-83.5% | $6,752-80.5% | $12,309-89.3% |